The firm
A practising company secretary, two associates and three trainees look after the annual compliance of about 90 private companies, plus board meetings, director changes and incorporations.
What made the work hard
- The annual ROC calendar for 90 companies was hard to keep in view.
- Board meeting notices, minutes and filings depended on one person remembering the dates.
- Signed documents from directors were slow to come back.
How they set up MSMEPulse
- Chose Company Secretarial Practice at signup, with templates for annual ROC compliance, board meetings and director changes.
- Started an annual compliance project for every company, with AOC-4, MGT-7 and DIR-3 KYC as tasks.
- Added a board meeting project whenever a meeting was called.
- Used the portal checklist for signed consents, minutes and financial statements.
The templates for Company Secretarial Practice in MSMEPulse: Private company incorporation, Annual ROC compliance, Board meeting and minutes, Director appointment or resignation.
A typical month
The practice reviews the board each Monday: which companies have AGMs coming up, which filings are due within 30 days, and which documents are still with directors. When a director resigns, a director change project starts with DIR-12 due in 30 days. Annual compliance fees are invoiced when the AGM is held and when the returns are filed.
What changes
- Every company's next filing is visible, not buried in a calendar.
- Signed documents are tracked against each filing.
- Event-based work like director changes gets its own deadline the day it starts.
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